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Chad enlisted in the United States Army upon graduating from high school. During his service, Chad earned a bachelor’s degree in Business from the College of Charleston, as well as an MBA.
Recently retired from active duty as a Major, Chad acted as Finance and Accounting Officer to U.S. forces in Saudi Arabia and held Company Command during Operation Iraqi Freedom in his 20 years of service. He is a recipient of the Bronze Star Medal, the Meritorious Service Medal and multiple Army Commendation Medals.
An Oklahoma native, Chad and his family live in Plant City and are members of Citrus Point Church. He is the middle school lead for his church and secretary of the Lions Club of Plant City.
Chad joined Allen & Company in 2012 with several years of financial services experience. He takes a holistic approach to every solution and strategy. Chad is a CERTIFIED FINANCIAL PLANNER™ and holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.
Check the background of this investment professional on FINRA BrokerCheck